GARDEN STATE RETIREMENT SPECIALISTS, LLC

Overview

Garden State Retirement Specialists, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients with retirement and wealth-management needs. The firm provides a mix of financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional/business clients, and it acts as a capital allocator by selecting outside advisers where appropriate. Its fee model combines percentage‑of‑AUM billing with hourly and fixed‑fee arrangements, giving flexibility for both ongoing portfolio relationships and one‑off planning engagements. The firm is not an active ESG investor and is structured to serve clients primarily inside a single state jurisdiction. Garden State Retirement Specialists leans toward pooled public vehicles as the backbone of client portfolios while maintaining access to alternative allocations — specifically digital currency — through third‑party managers. The firm’s advisory activities emphasize retirement planning and multi-client portfolio management, and it maintains an adviser‑of‑advisers role when it sources specialty managers or vehicles for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices